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Fioramanti Marino

13 Years of Experience
Pittsford, NY

Fioramanti Marino is a registered investment advisor at Queenbridge Capital, LLC, based in Pittsford, NY, with 13 years of industry experience. Fioramanti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 58 clients with $79M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
58 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$79.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $3.0M1.00%
$3M+0.85%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1175 Pittsford Victor Rd., Suite 220, Pittsford, NY, 14534

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Queenbridge Capital, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Nylife Securities LLCBroker
November 2016 - January 2019 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
March 2015 - July 2016 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2014 · 1 yr 8 mos
Chase Investment Services CORP.Broker
October 2007 - October 2012 · 5 yrs
Waddell & Reed, INC.Broker
November 2006 - October 2007 · 11 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.